Segment Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Hold |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $945K | Buy |
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|
2024
Q4 | $908K | Buy |
|
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|
2024
Q3 | $726K | Sell |
|
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $854K | Buy |
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|
2023
Q4 | $722K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $412K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $401K | Buy |
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|
2018
Q2 | $400K | Buy |
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|
2018
Q1 | $359K | Sell |
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|
2017
Q4 | $477K | Buy |
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|
2017
Q3 | $423K | Sell |
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|
2017
Q2 | $439K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.61M | Sell |
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|
2016
Q1 | $1.78M | Sell |
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|
2015
Q4 | $2.02M | Buy |
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|
2015
Q3 | $228K | Buy |
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|
2015
Q2 | $246K | Hold |
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|
2015
Q1 | $239K | Sell |
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|
2014
Q4 | $240K | Sell |
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|
2014
Q3 | $256K | Sell |
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|
2014
Q2 | $263K | Buy |
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|
2014
Q1 | $232K | Buy |
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|
2013
Q4 | $203K | Buy |
|